THE 360 NEWSLETTER
We are pleased to invite you to our next live training webinar, which will be dedicated to our mortgage services partner nesto. Stay tuned for the email invitation for more information.
Mark your calendars now for this event:
Wednesday, April 26 2023, from 1:30 to 2:15 p.m. (ET)
To join the webinar on April 26: click here a few minutes before 1:30 p.m.
To add it to your calendar: click here
This session will be recorded and ready for viewing a few days after the event. The replay will be available on the Investia Advisor Centre under the “Guides & Training / Training Videos” section.
Should you have any questions or wish to share suggestions or ideas for future webinars, please do not hesitate to contact your Practice Management and Training Specialist.
Also in this issue
- FHSA – Updated Client Article
- Investia Advisor Workgroups – Selected Candidates
- Investia Conferences in 2023 – Mark Your Calendars Now
- New Administrative Staff Workgroups
- Client Banking Information – Important Considerations
- Client Fee Dashboard
- Live Training Webinar on Objective Suitability – FAQ
- New Client Article
- Geolocation and Segmentation Tools
- System Maintenance – Univeris and Advisor Centre Downtime
- Invalid or Missing Client Email Addresses – Representative Notification
- Risk Rating Changes – Desjardins Investments
- The Chronicles of our Cyber-Experts
- iA Clarington Video with Donny Moss
- What to Do if Your Client Is Declined, Rated or Postponed for Insurance (PPI)
- Monthly Market Snapshot – April 2023